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Representative Matters

Handles estate administration including the orderly transmission of assets to heirs and legatees, post-mortem estate planning, oversight of the preparation of federal estate tax returns and related controversy work such as will contests, trust disputes and fiduciary litigation.

Counsels closely-held business owners and high net worth individuals and family groups in their estate, tax and business succession planning.

Handles state and local tax controversy work in the state and federal courts and at the administrative level before the Board of Tax Appeals.

Advises clients in their lobbying efforts and negotiations at the state and parish levels.

Professional & Civic Activities

Professional and Civic Activities

Ms. Plunkett is a Fellow in the American College of Trust and Estate Counsel and serves on the Business Planning and Practice Committees. She is President of the New Orleans Estate Planning Council. She was an officer for the Tax Section of the Louisiana State Bar Association from 2004 to 2013, when she concluded her service as Chair.

Ms. Plunkett serves on the Cornerstone Council and Honor Roll of Advisors for the Greater New Orleans Foundation and is a member of the Catholic Foundation, Professional Advisors Council.  She is a member of the board of the Symphony Volunteers, Inc., of which she was President in 2007 and 2008, and she serves on the Louisiana Philharmonic Orchestra Southshore Advisory Board.  She served on the National Association of Estate Planning Council 2007 Conference Committee.  Ms. Plunkett is a graduate of the 2014 New Orleans Regional Leadership Institute and the 2006 CBNO/MAC Metropolitan Leadership Forum.  She is also a member of the Tulane Estate Planning Institute Advisory Board and the New Orleans Bar Association, Wills/Trusts/Successions Committee.

Honors & Awards

Honors & Awards

Ms. Plunkett is listed in the Louisiana Private Wealth Law section of Chambers & Partners' High Net Worth guide.  She has been named to The Best Lawyers in America and Louisiana Super Lawyers in the field of Trusts and Estates.  She has also been recognized as a Top Lawyer by New Orleans magazine.  In 2013, she was named as a New Orleans CityBusiness Leader in Law.

News & Events


Loyola Estate Planning Institute, "Impact of the Obergefell Decision on Estate Planning" (November 3, 2015).

LSU Estate Planning Institute "Attorney-Client Privilege for Trustees, Succession Representatives, and Decedents:  Who is the client?  Drafting engagement letters. The rules of evidence/how to protect the attorney-client privilege" (October 8, 2015).

 New Orleans Estate Planning Council, Panel Speaker, "Effects of the Obergefell Decision on Louisiana Same-Sex Couples" (September 21, 2015).

Louisiana State Bar Association's Seminar Co-Sponsored by the Trusts, Estate, Probate and Immovable Property Law Section, Estate Planning - Trending Topics for 2015, Panel Speaker, "After the Rice Is Thrown:  Effects of Obergefell v. Hodges in Louisiana" (September 11, 2015).

A Conference for Business Owners:  M&A Solutions for Privately Held Companies, "Pre and Post Sale Planning for You, Your Company, and Your Family"  (May 28, 2015).

Southern Regional ACTEC Meeting, Panel Speaker, "Unique Aspects of Louisiana Trusts and Estates Law" (April 18, 2015).

New Orleans Bar Association Wills, Trusts and Successions Committee CLE Program, "Estate Planning for LGBT and Unmarried Clients” (May 8, 2014).

Loyola University Annual Estate Planning Conference, "Various Charitable Techniques" (December 6, 2013).

Tulane University Law School Estate Planning Institute Seminar, "Estate Planning for Lesbian, Gay, Bisexual, Transgender and Unmarried Clients" (November 22, 2013).

National Business Institute, "Tax Planning for Trusts and Estates" (August 21, 2013).

National Business Institute, "Advanced Trust Drafting Strategies" (May 15, 2013). 

Loyola “Back to School” CLE Program, “Estate Planning and Successions for the General Practitioner" (October 27, 2012).

The Financial Planning Association of Baton Rouge, "Avoiding Family Conflicts and the Family-Friendly Transfer of Wealth" (February 9, 2012).

Louisiana Philharmonic Orchestra Donors Presentation, "Charitable Giving during a Time of Tax Law Uncertainty" (January 30, 2012).

19th Annual Tulane Estate Planning Institute, Panel Speaker, "Practical Planning for Portability (Can You?)" (November 17, 2011).

The New Orleans Bar Association's Big Easy Bootcamp, Panel Speaker, "Mastering Cocktail Conversation" (October 14, 2011).

Louisiana State Bar Association's Planning for the "Small" Business - A Guide for the Non-Tax Lawyer, Panel Speaker, "Passing The Buck - Gift and Estate Tax Planning for Dispositions of Business Interests" (August 26, 2011).

New Orleans Estate Planning Council, Moderator, "Portability of Marital Deductions" (May 23, 2011).

17th Annual Tulane Estate Planning Institute, Panel Speaker, "Drafting for the Estate Tax after Estate Tax Temporary Repeal" (November 19, 2010).

Louisiana State Bar Association's Higher Ground: La. Judicial College & LSBA Summer School, "Late Breaking Issues in Trust and Estates" (June 7, 2010).

Guest Speaker for Merrill Lynch Breakfast Series, "Pay Now or Pay Later:  Is a Roth IRA Conversion Right for Your Estate Plan?" (April 22, 2010).

Bank Counsel Conference, Louisiana Banker's Association, Panel Speaker, "New Small Succession Law and Succession Issues for Banks" (November 13, 2009).

ABA eCLE Program, Panel Speaker, "Estate Planning for the Commercial Real Estate Client:  A Conversation Between Estate and Real Property Lawyers" (November 19, 2008).

16th Annual Tulane Estate Planning Institute, Panel Speaker, "Issues in Bringing and Defending Claims Against the Succession Representative or the Trustee".

37th Annual LSU Law Center Estate Planning Seminar, "Choosing the Right Charitable Vehicle".

National Energy Raters Association Annual Meeting, "Asset Protection for the Small Business Owner".

New Orleans Bar Association 2003 Procrastinators' Program, "Basic Estate Planning for General Practitioners".

LSBA Tax Section New Orleans Technical Meeting, "Practical Tips for Using S Corporations in Estate Planning".


"Successions," Louisiana Civil Practice Forms (West Group) 4th Edition (2010 -2012) (Chapter Author).

Co-Author, "When Disaster Strikes: Disaster Planning for Lawyers," Probate & Property Magazine (Sept/Oct 2006).

"Notarial," Louisiana Civil Practice Forms (West Group) 3rd and 4th Editions (2003-2009) (Chapter Author).

"Gifts of Appreciated Property and the Assignment of Income Doctrine," Journal of Taxation of Exempt Organizations (March/April 2000).


Practice areas

Bar Admissions

  • United States Eleventh Circuit Court of Appeals
  • Georgia
  • Alabama
  • Virginia
  • Louisiana


Emory University School of Law, with distinction, J.D., 1997

  • Moot Court Society

New York University School of Law, LL.M. in Taxation, 1999

Emory University, B.A. in Political Science and Philosophy, 1993

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